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5 Things You Can Automate in Your Business
In this episode of the HER 360 Podcast, we dive into how automating 5 key aspects of your business can improve efficiency, free up time, and enhance your client experience. I share my own strategies for automation, going beyond common areas like funnels to touch on processes like onboarding, payments, client updates, and more. Whether you're a solo entrepreneur or managing a small team, these tips will help you create a smoother workflow and strengthen your client relationships. Tune in to learn practical steps to automate, so you can focus on doing what you love.
Key Takeaways:
- Client Onboarding Automation: Streamline your onboarding process by automating proposals, invoicing, and client communication. This ensures a seamless start and consistent client experience.
- Automated Payments: Save time and avoid uncomfortable payment reminders by setting up automated billing and payment retries. Consistent cash flow supports smoother operations.
- Weekly Client Updates: Automate regular updates to keep clients informed and build trust. These can include project milestones, notes, and progress reports.
- Testimonial and Review Requests: Enhance your feedback process by automating exit interviews and review requests, making it easy for clients to share their experiences.
- Referral System Automation: Set up a system for clients to easily refer others, complete with automated messages and simple forms for information collection.
Resources Mentioned:
- Submit Your Questions for the Show – https://link.kaewhitaker.com/widget/form/f3ia90Eqnqx9X4SHG0Qz
- Join the AHK Insiders (Our Design Family) – https://athomewithkae.com/insider
- Check Out Our Group Trip to Bali – https://trovatrip.com/trip/asia/bali/indonesia-with-kae-whitaker-jun-2025
- Schedule a Consultation with Me – https://kaewhitaker.com
Thank you for tuning in! If you're looking to enhance automation in your business, head to the links above to join the conversation, book a consultation, or plan an exciting trip with us.
Mentioned in this episode:
Join us in Bali!
November Bali Trip
View all episodes
By Kae Whitaker
5
66 ratings
In this episode of the HER 360 Podcast, we dive into how automating 5 key aspects of your business can improve efficiency, free up time, and enhance your client experience. I share my own strategies for automation, going beyond common areas like funnels to touch on processes like onboarding, payments, client updates, and more. Whether you're a solo entrepreneur or managing a small team, these tips will help you create a smoother workflow and strengthen your client relationships. Tune in to learn practical steps to automate, so you can focus on doing what you love.
Key Takeaways:
- Client Onboarding Automation: Streamline your onboarding process by automating proposals, invoicing, and client communication. This ensures a seamless start and consistent client experience.
- Automated Payments: Save time and avoid uncomfortable payment reminders by setting up automated billing and payment retries. Consistent cash flow supports smoother operations.
- Weekly Client Updates: Automate regular updates to keep clients informed and build trust. These can include project milestones, notes, and progress reports.
- Testimonial and Review Requests: Enhance your feedback process by automating exit interviews and review requests, making it easy for clients to share their experiences.
- Referral System Automation: Set up a system for clients to easily refer others, complete with automated messages and simple forms for information collection.
Resources Mentioned:
- Submit Your Questions for the Show – https://link.kaewhitaker.com/widget/form/f3ia90Eqnqx9X4SHG0Qz
- Join the AHK Insiders (Our Design Family) – https://athomewithkae.com/insider
- Check Out Our Group Trip to Bali – https://trovatrip.com/trip/asia/bali/indonesia-with-kae-whitaker-jun-2025
- Schedule a Consultation with Me – https://kaewhitaker.com
Thank you for tuning in! If you're looking to enhance automation in your business, head to the links above to join the conversation, book a consultation, or plan an exciting trip with us.
Mentioned in this episode:
Join us in Bali!
November Bali Trip